Avoid Fraud, Get The Facts, And Find The Best
Legal Name: THE RETIREMENT PLANNING GROUP, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 25, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524102)
|
1,301,811 |
$91,817k |
|
|
VANGUARD SCOTTSDALE FDS (92206C565)
|
585,072 |
$46,092k |
|
|
ISHARES TR (46434V878)
|
868,223 |
$43,750k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
1,291,160 |
$41,433k |
|
|
VANGUARD GROUP (921908844)
|
337,091 |
$38,819k |
|
|
ISHARES TR (46429B697)
|
493,019 |
$30,434k |
|
|
JOHN HANCOCK ETF TRUST (47804J107)
|
558,316 |
$21,099k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
482,564 |
$20,523k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
289,954 |
$15,368k |
|
|
ISHARES TR (46434V282)
|
419,349 |
$13,319k |
|
|
SPDR SERIES TRUST (78464A847)
|
271,530 |
$9,251k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
318,029 |
$8,345k |
|
|
JOHN HANCOCK ETF TRUST (47804J859)
|
230,356 |
$6,508k |
|
|
ISHARES (464287168)
|
60,612 |
$6,035k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
179,783 |
$5,868k |
|
|
SCHWAB STRATEGIC T (808524862)
|
97,228 |
$4,919k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
81,922 |
$3,417k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
18,990 |
$2,148k |
|
|
KANSAS CITY SOUTHERN (485170302)
|
16,283 |
$1,984k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
6,363 |
$1,875k |
|
|
SCHWAB STRATEGIC TR (808524789)
|
47,821 |
$1,849k |
|
|
Apple Inc (037833100)
|
8,757 |
$1,733k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
5,665 |
$1,660k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
20,409 |
$1,598k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
7,162 |
$1,391k |
|
|
PIMCO ETF TR (72201R866)
|
24,414 |
$1,339k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
16,887 |
$1,185k |
|
|
EVERGY INC (30034W106)
|
17,404 |
$1,047k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,194 |
$1,012k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,269 |
$975k |
|
|
CERNER CORP (156782104)
|
12,479 |
$915k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
17,764 |
$906k |
|
|
HENRY JACK & ASSOC (426281101)
|
5,163 |
$691k |
|
|
SPDR SERIES TRUST (78464A805)
|
18,853 |
$687k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
3,946 |
$642k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
7,781 |
$627k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
6,822 |
$567k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
10,080 |
$563k |
|
|
ISHARES RUS (464287689)
|
3,112 |
$536k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
19,125 |
$533k |
|
|
ISHARES (464288448)
|
15,906 |
$489k |
|
|
Amazon.com Inc (023135106)
|
228 |
$432k |
|
|
Exxon Mobil Corp (30231G102)
|
5,117 |
$392k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
3,326 |
$388k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,349 |
$367k |
|
|
SPDR INDEX SHS FDS (78463X848)
|
9,987 |
$366k |
|
|
S&P WRLD EX US (78463X889)
|
12,190 |
$361k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,128 |
$361k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
987 |
$350k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,536 |
$327k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,036 |
$320k |
|
|
MICROSOFT CORP (594918104)
|
2,386 |
$320k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
5,492 |
$291k |
|
|
SPDR SERIES TRUST (78464A649)
|
9,751 |
$284k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,406 |
$273k |
|
|
Occidental Petroleum Corp (674599105)
|
5,407 |
$272k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
4,549 |
$261k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,040 |
$260k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
3,406 |
$256k |
|
|
ISHARES TR (464287176)
|
2,157 |
$249k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,627 |
$244k |
|
|
Boeing Co/The (097023105)
|
665 |
$242k |
|
|
US BANCORP DEL (902973304)
|
4,278 |
$224k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
10,000 |
$113k |
|
|
Sprott Physical Silver Trust (85207K107)
|
13,000 |
$74k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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